Leanne Infante
Financial Planning Consultant DipPFS in Surrey
A little bit about Leanne
As a financial planner, I am really passionate about helping people create the life and future they desire. To do this, I start by understanding your needs and motivations. This allows us to plan your journey, set specific goals and create a framework that is tailored to you. I have achieved the CII Level 4 Diploma in Regulated Financial Planning so you can be reassured that I am fully qualified and authorised by the FCA. I am also a qualified member of the Personal Finance Society which means I am committed to continue developing my skills and therefore, my services to you.
Start the conversation
Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today
An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Leanne Infante's location
Leanne is located in Aldershot and offers expert financial advice to suit your needs.
I also offer services in the following areas:
I also offer services in the following areas:
- Surrey
- Hampshire
- Berkshire
More about me
It might be life changes that come with uncertainty, family planning or looking ahead to help shape retirement. I work across all areas and focus on you as an individual to help meet your needs and goals. My aim is to create strong, long-term relationships that pass through generations, helping families to create a legacy for years to come.
Outside of financial services, you will find me keeping active through Rugby and CrossFit. A challenge is something I crave, so who knows what is next on my list. I also love spending time at home with my husband and dog, Tess.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.